Commonwealth Financial Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Commonwealth Financial Services’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-1,522	Closed	-$208K	–	324
2026 Q2	$208K	Buy	+1,522	New	+$196K	0.03%	289
2025 Q1	–	Sell	-12,334	Closed	-$1.34M	–	206
2024 Q4	$1.34M	Sell	12,334 -360	-3%	-$39.9K	0.26%	58
2024 Q3	$1.34M	Buy	+12,694	New	+$1.32M	0.27%	56
2017 Q1	$189K	Sell	2,814 -58,562	-95%	-$4.08M	0.21%	56
2016 Q4	$4.24M	Sell	61,376 -12,016	-16%	-$787K	4.18%	4
2016 Q3	$4.58M	Sell	73,392 -276	-0.4%	-$16.9K	4.31%	6
2016 Q2	$4.3M	Buy	73,668 +28,862	+64%	+$1.66M	5.07%	7
2016 Q1	$2.54M	Buy	+44,806	New	+$2.32M	3.76%	5
2015 Q1	–	Sell	-2,030	Closed	-$120K	–	252
2014 Q4	$120K	Buy	+2,030	New	+$115K	0.11%	65

Other funds holding IJS

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Financial Services's IJS Position: Q3 2026 in Review

Commonwealth Financial Services sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2026, closing a stake of 1,522 shares — an estimated $208K sold.

Commonwealth Financial Services first reported a position in IJS in Q4 2014 and held it in 9 quarters. The position peaked at $4.58M in Q3 2016. 793 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Commonwealth Financial Services reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2026 after selling out during the quarter.
Commonwealth Financial Services sold 1,522 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $208K.
Commonwealth Financial Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2014 and held it in 9 quarters.
Commonwealth Financial Services's iShares S&P Small-Cap 600 Value ETF position peaked at $4.58M in Q3 2016.
793 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.